Microsoft Planner Review

Microsoft Planner by Microsoft — project management with Copilot task/bucket generation from goals.

Score: 68/100 Last verified: 2026-02

Microsoft Planner

Microsoft Planner by Microsoft — project management with Copilot task/bucket generation from goals.

Why We Picked Microsoft Planner

We picked Microsoft Planner for its predictive risk and forecasting and analytics and reporting. It is a strong fit for large teams on project teams, with native integrations for Microsoft Teams.

Key Features

  • Copilot task/bucket generation from goals
  • AI goal setting and risk insights
  • Teams, Outlook, and Loop integration
  • Unified task management across M365

Specifications

Core CompetencyProject Management, Large Teams
Founded2016
FundingPublic
CertificationsSOC2 Type II, SOC3, ISO 27001, ISO 27018, GDPR, HIPAA, FedRAMP
Pricing Modelper-seat
Native Integrations5 of 5 top integrations
Team SizeSmall, Mid, Large

Trust & Credibility

Founded: 2016 (10 years in operation)

Funding: Public

Team Size: 5000+ employees

Status: Publicly traded

Security & Compliance: SOC2 Type II SOC3 ISO 27001 ISO 27018 GDPR HIPAA FedRAMP

Best For

Project ManagementLarge Teams

Methodology Fit

How well Microsoft Planner supports each PM methodology, scored 1-5 based on feature depth and template availability. Microsoft Planner is strongest for Kanban teams (4/5).

MethodologyScoreFit
Agile 3/5
Kanban 4/5
Waterfall 3/5
Hybrid 3/5
SAFe 2/5

AI Capability Depth

How deep Microsoft Planner's AI goes across five key dimensions, scored 1-5 based on feature analysis. Microsoft Planner is strongest in content generation and has the most room to grow in agentic ai.

CapabilityScoreDepth
Workflow Automation 3/5
Predictive Analytics 3/5
Content Generation 4/5
Natural Language 4/5
Agentic AI 2/5

Pros & Cons

Pros

  • Copilot task/bucket generation from goals
  • AI goal setting and risk insights
  • Teams, Outlook, and Loop integration
  • Unified task management across M365

Cons

  • Limited advanced features compared to competitors
  • Smaller user community and resources
  • Requires Microsoft 365 ecosystem integration

Microsoft Planner Pricing (February 2026)

Pricing model: per-seat

PlanPriceIncludes
Planner Plan 1 $10/user/month (per seat)
  • Premium Planner features
  • Copilot in Planner
  • Advanced dependencies
  • Sprints
Microsoft 365 Business Basic $6/user/month (per seat)
  • Basic Planner included
  • Teams
  • SharePoint
  • 1TB OneDrive
Microsoft 365 Business Standard $12.50/user/month (per seat)
  • All Basic features
  • Desktop Office apps
  • Webinar hosting
Microsoft 365 Copilot $30/user/month add-on (per seat)
  • Copilot across all M365 apps
  • AI-powered task generation
  • Meeting summaries

What AI features does each tier include?

FreeNo free tier
PaidBasic Planner included in M365; Copilot requires M365 Copilot add-on
EnterpriseFull Copilot with enterprise controls

Annual commitment required for most plans

Pricing verified February 2026. Visit Microsoft Planner pricing page for current rates.

Pricing

For the most up-to-date pricing information, visit the Microsoft Planner pricing page.

Who is this for?

Teams coordinating planning, delivery, and reporting across projects.

Bottom line

Microsoft Planner suits focused use cases; compare against higher-scoring options if you need breadth.

PM Reviews & Ratings

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Integration Depth

5 of 5 top integrations are native (not requiring third-party connectors).

IntegrationTypeDirectionSync
Microsoft Teams Native Bi-directional Real-time
Outlook Native Bi-directional Real-time
SharePoint Native Bi-directional Real-time
Power Automate Native Bi-directional Real-time
Microsoft Loop Native Bi-directional Real-time

Methodology Guides

See how AI tools support your methodology:

Browse all methodology guides.